| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY4+ years Filed as: INGHAM RETIREMENT GROUP Service code 27 9155 SOUTH DADELAND BLVD · MIAMI, FL 33156 | Advisory (Plan) | $44,393 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $39,679 |
WILLIAM G. LAJOIE, PC4+ years Service code 10 · EIN 84-1001549 | Accounting | $11,500 |
MATRIX TRUST COMPANY4+ years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $11,342 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -5.19% | -1.56%-3.6pp | -2.18%-3.0pp | 10.56%-15.8pp |
| Employer contribution / active EE | $30,928 | $15,244+102.9% | $38,751-20.2% | $13,643+126.7% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |